Apple has been working on developing its own 5G modem for iPhones for a long time, aiming to reduce its dependence on Qualcomm. Apple seems to be getting a little closer to that goal with the iPhone SE 4.
The company has been taking important steps towards this goal for years. Apple’s purchase of Intel’s 5G modem division in 2019 further strengthened the rumors in this direction.
According to the latest developments, these efforts are finally about to bear fruit. Ming-Chi Kuo, a reliable analyst known for his supply chain analysis, has stated that Apple’s own modem plans are progressing rapidly. According to Kuo, Apple plans to use its own 5G modem in 35-40 million devices next year. This number is expected to reach 90-110 million devices in 2026 and 160-180 million devices in 2027.
Kuo also suggested that Apple’s move would negatively impact Qualcomm’s 5G chip sales and licensing revenues.
Last July, Kuo said Apple would begin using its own 5G modem in two iPhone models to be released in 2025. These models include the iPhone SE 4, which is expected to be introduced in the first quarter of 2024, and the ultra-thin iPhone 17 Air, which will be released in the third quarter of 2025.
Apple has long sought to have full control over its own hardware ecosystem. Developing its own modem could allow the company greater autonomy in design and better integration between iPhones and cellular connectivity.
There are also rumors that Apple is planning to merge the modem with the Wi-Fi and Bluetooth chips into a single component, which could improve battery life and overall efficiency of the devices.
Apple iPhone SE 4 Could Hurt Qualcomm’s Revenue
Although Qualcomm’s licensing agreement with Apple runs through March 2027, if Kuo’s predictions are correct, Qualcomm could see a significant decline in iPhone-related sales as Apple ramps up its own modem production.